Buy The Way – A Guardian Capital LP Podcast

John and David explore a market caught between blockbuster earnings, resilient consumers, and surging AI-driven optimism—while geopolitical tensions and inflation risks loom large. They break down what’s fueling global equity performance, shifting central bank expectations, and the growing influence of emerging markets.

Host John Pagliacci sits down with Micha Choi, Vice President and Portfolio Manager at Guardian Capital Advisors, to explore the evolving landscape of women and wealth. The conversation unpacks the massive intergenerational wealth transfer to women, the service gaps they face in traditional finance, and how advisors can better engage, empower, and support female decision makers.

Join John Pagliacci and Guardian Capital’s David Onyett Jeffries as they cut through the headlines on the war in Iran, examining how potential Strait of Hormuz disruptions could fuel inflation, weigh on growth, and impact consumers. They assess stagflation fears, regional vulnerabilities, and the implications for bonds, equities, and central bank policy.

Host John Pagliacci sits down with Senior Portfolio Manager Andrew Cox to explore why international equities are outpacing the U.S.—and whether the trend has staying power. They break down the macro forces shaping global markets, highlight compelling opportunities from Europe to Japan, and discuss where investors should tread carefully.

In this episode, John and David bring you up to speed on the shifting global landscape, including volatile precious metals prices, geopolitical tensions, investor sentiment and how a "new world order" could be reshaping markets, portfolios and global alliances.

As we wrap up 2025, we look back at key market drivers over the year and what could shape 2026. From AI-fueled rallies and Big Tech risks to political moves ahead of U.S. midterms, we explore scenarios for equities, bonds, and global markets. Plus, quick portfolio positioning ideas and surprising holiday spending stats.

In this episode, we sit down with James Francis to discuss the practical implementation of AI into stock analysis within Guardian Capital’s i3 Investments team. We touch on how their proprietary AI model delivers valuable predictions of earnings and dividends, why they maintain high conviction in the tech sector, how AI plus human judgement creates deeper insights for long-term growth and more.

Canada’s new federal budget shifts from quick fixes to long-term nation-building. In this episode we explore the massive infrastructure, innovation bets, and debt-financed growth plans while looking at what it all means for the country's competitiveness and your wallet.

As AI mania continues to drive the markets, is there value in a more measured approach to global equity investing?

If stocks are reaching new highs, why is consumer sentiment in the dumps? Are the richest Americans disproportionately driving the stock market and the economy? Are U.S. equities looking eerily similar to the dot-com era?

Guardian Capital LP’s Sam Baldwin discusses Canadian equity opportunities in insurance, AI, space technology and commodities, as well as how his early career abroad has shaped how he views Canadian equity through a different lens.

In this debut episode of "Buy The Way", Guardian Capital LP’s John Pagliacci and David Onyett-Jeffries dive into the macroeconomic forces shaping today’s investment landscape. From interest rate policy shifts to the growing dominance of AI and the strength of Canadian equities, this candid conversation offers timely insights for investors navigating an increasingly complex world.